Custom Seller

Create a plan that addresses your needs and objectives, and also provides for a smooth transition.

When it comes to planning your exit from your advisory business, a straight sale may not always be the best solution. For example, your near-term objective may be to just slow down and partially cash out of your business to realize some liquidity now as opposed to later. Whatever the situation,  we’ll work with you to create and implement a custom succession strategy that best meets your stated needs and objectives. As part of this service, we will:

  • Take the time to get to know you and your business
  • Suggest succession strategies that meet your needs and objectives
  • Consult with you and provide general guidance on tax and legal considerations
  • Help you identify and screen for qualified buyers/succession candidates
  • Assist in the creation and implementation of the plan itself
  • Provide guidance and support throughout the process

You will also have access to the full functionality of the online Marketplace.

Schedule a consultation to learn more.

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